Ratings & Risk for Fidelity Capital Appreciation (FDCAX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Average
    		449
    5-Year Below Average Above Average
    		390
    10-Year Above Average Above Average
    		278
    Overall Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 22.33 -0.45 -0.35
    5-Year 18.83 0.13 -0.07
    10-Year 21.09 0.30 0.03
    15-Year 19.87 0.72 0.25
    20-Year 18.25 0.74 0.27
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 88.87 1.11 3.04
    3-Year 87.46 1.07 0.40
    5-Year 85.76 1.09 0.10
    10-Year 78.60 1.16 3.63

    S&P 500 TR

    Trailing data as of 10/31/2009